Integrate Expensify with NetHunt CRM
Send information between Expensify and NetHunt CRM automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Expensify and NetHunt CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Policy created
Triggers when a new policy is created
Report status changed
Triggers when the status of a report is changed to the selected option
Report created
Triggers when a new report is created
New comment
Triggers when a new comment is created in the selected folder
New record
Triggers when a new record is created in the selected folder
New or updated record
Triggers when a record is created, modified, or deleted
All Actions - Actions are the automated tasks
Fetch report
Fetches the details of a specified report by report ID
Create expense item
Creates a single expense item
Create comment
Creates a new comment for the specified record
Add Gmail thread to record
Adds an email conversation from Gmail to the specified record
Create record
Creates a new record in the selected folder
Update record
Updates details of the specified record
Fetch record - By data
Fetches a record by any data present
Fetch record - By ID
Fetches a record by ID
What is Expensify?
Expensify is expense management software that provides invoicing, bill processing, and other related financial tools and services. You can set up automatic approval, duplicate expense detection, and also inbox and guided review.
What is NetHunt CRM?
NetHunt CRM is a CRM solution for Gmail. You can receive live updates from your team, track email opens, and manage your sales pipeline.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
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Technical Engineer, Master Liveaboards
